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Replying to Avatar Pete Winn 🔆

Well that software was never defensible over the last 10 years.

It could always have been replicated for a 100k. That fact you could replicate for a 1k isn’t necessarily that different for a multi billion valuation surely?

So I’d say the premium is all network affect of people believing this is a trust worthy signing solutionnn

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Jake Woodhouse 1w ago

So distribution amped by network effect = defence

Nice

And very true

So interesting analysing these things

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